PGIM India Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹491 Cr | ₹1413 Cr | ₹1413 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
Launch Date | 21 Jun 2017 | 29 Jul 2021 | 29 Jul 2021 |
Category | Small Cap | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | % | 119% | 119% |
Expense Ratio | 2.42 | 2.07 | 2.07 |
Manager | Yogesh Patil | Puneet Pal | Puneet Pal |
ISIN Code | INF397L01JW3 | INF663L01W30 | INF663L01W30 |
Exits Load | LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 8.25% | 8.34% | 8.34% |
6 Month | -16.01% | -13.08% | -13.08% |
1 Year | 9.81% | 5.9% | 5.9% |
3 Year | 16.64% | 8.85% | 8.85% |
5 Year | 31.78% | - | - |
SIP Return Analysis
Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | -6.04% | -2.31% | -2.31% |
1 Year | -15.47% | -8.97% | -8.97% |
3 Year | 16.83% | 11.18% | 11.18% |
5 Year | 22.61% | - | - |
Rolling Lumpsum Returns
Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 14.61% | 14.05% | 14.05% |
3 Year | 24.75% | 13.85% | 13.85% |
5 Year | 19.19% | - | - |
Risk Management
Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 16.47% | 16.654% | 16.654% |
Sharp | 0.817% | 0.213% | 0.213% |
Beta | 0.823% | 0.772% | 0.772% |
Alpha | 1.666% | -6.132% | -6.132% |
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Fund Managers
Scheme Name | LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Yogesh Patil | Puneet Pal | Puneet Pal |
Total AUM | ₹5898 Cr | ₹20950 Cr | ₹20950 Cr |
Funds Managed | 7 | 19 | 19 |
LIC MF Small Cap Fund Regular - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 5.06 | 3.55 | 3.55 |
Small Cap | 81.56 | 78.25 | 78.25 |
Mid Cap | 10.58 | 18.2 | 18.2 |
Large Cap | 2.81 | - | - |
Sector Allocation
Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 5.06 | 4.39 | 4.39 |
Utilities | 8.02 | 0.69 | 0.69 |
Consumer Defensive | 7.73 | 7.82 | 7.82 |
Consumer Cyclical | 16.45 | 12.7 | 12.7 |
Financial Services | 6.05 | 11.38 | 11.38 |
Industrials | 32.99 | 21.18 | 21.18 |
Healthcare | 4.12 | 15.98 | 15.98 |
Basic Materials | 13.18 | 16.05 | 16.05 |
Technology | 2.63 | 4.96 | 4.96 |
Communication Services | 2.92 | 2.91 | 2.91 |
Real Estate | 0.83 | 1.94 | 1.94 |
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